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Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-24
FL RA APPROVED 2016-10-14
  • TX RA
    APPROVED_RES
    Since 2023-01-24
  • FL RA
    APPROVED
    Since 2016-10-14

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

Winter Garden, FL • United States

1410 Piedmont Drive East, Tallahassee, FL 32308 • United States

Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-24
FL RA APPROVED 2016-10-20
  • TX RA
    APPROVED_RES
    Since 2023-01-24
  • FL RA
    APPROVED
    Since 2016-10-20

Branch Locations

1410 Piedmont Drive East, Tallahassee, FL 32308 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Investment Llc Wyncote PA 03/2016 Present
The Gabor Agency, Inc. Tallahassee FL 02/2011 Present
  • 03/2016 → Present
    Lincoln Investment Llc
    Wyncote, PA
  • 02/2011 → Present
    The Gabor Agency, Inc.
    Tallahassee, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-10
S63 Uniform Securities Agent State Law Examination 2009-12-31
  • S65 Uniform Investment Adviser Law Examination
    2016-10-10
  • S63 Uniform Securities Agent State Law Examination
    2009-12-31
Other Names
  • Greg Sokolow

View on SEC IAPD

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